IFWM
Institute for Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Sell |
48,821
-1,198
| -2% | -$596K | 2.71% | 3 |
|
|
2025
Q1 | $18.8M | Sell |
50,019
-342
| -0.7% | -$128K | 2.41% | 3 |
|
|
2024
Q4 | $21.2M | Sell |
50,361
-227
| -0.4% | -$95.7K | 2.66% | 3 |
|
|
2024
Q3 | $21.8M | Sell |
50,588
-298
| -0.6% | -$128K | 2.75% | 3 |
|
|
2024
Q2 | $22.7M | Buy |
50,886
+5,068
| +11% | +$2.27M | 3.05% | 3 |
|
|
2024
Q1 | $19.3M | Buy |
45,818
+389
| +0.9% | +$164K | 2.48% | 4 |
|
|
2023
Q4 | $17.1M | Sell |
45,429
-3,606
| -7% | -$1.36M | 2.77% | 3 |
|
|
2023
Q3 | $15.5M | Buy |
49,035
+62
| +0.1% | +$19.6K | 2.79% | 3 |
|
|
2023
Q2 | $16.7M | Sell |
48,973
-1,207
| -2% | -$411K | 2.81% | 3 |
|
|
2023
Q1 | $14.5M | Sell |
50,180
-330
| -0.7% | -$95.1K | 2.76% | 3 |
|
|
2022
Q4 | $12.1M | Sell |
50,510
-1,541
| -3% | -$370K | 2.55% | 3 |
|
|
2022
Q3 | $12.1M | Buy |
52,051
+93
| +0.2% | +$21.7K | 2.72% | 2 |
|
|
2022
Q2 | $13.3M | Sell |
51,958
-1,953
| -4% | -$502K | 2.62% | 2 |
|
|
2022
Q1 | $16.6M | Buy |
53,911
+1,118
| +2% | +$345K | 2.69% | 3 |
|
|
2021
Q4 | $17.8M | Sell |
52,793
-267
| -0.5% | -$89.8K | 2.89% | 3 |
|
|
2021
Q3 | $15M | Sell |
53,060
-1,818
| -3% | -$513K | 2.63% | 3 |
|
|
2021
Q2 | $14.9M | Buy |
54,878
+439
| +0.8% | +$119K | 2.61% | 3 |
|
|
2021
Q1 | $12.8M | Sell |
54,439
-1,618
| -3% | -$381K | 2.44% | 2 |
|
|
2020
Q4 | $12.5M | Buy |
56,057
+395
| +0.7% | +$87.9K | 2.48% | 2 |
|
|
2020
Q3 | $11.7M | Sell |
55,662
-348
| -0.6% | -$73.2K | 2.67% | 2 |
|
|
2020
Q2 | $11.4M | Buy |
56,010
+942
| +2% | +$192K | 2.79% | 2 |
|
|
2020
Q1 | $8.69M | Sell |
55,068
-3,284
| -6% | -$518K | 2.68% | 1 |
|
|
2019
Q4 | $9.2M | Sell |
58,352
-4,187
| -7% | -$660K | 2.08% | 2 |
|
|
2019
Q3 | $8.7M | Sell |
62,539
-7,095
| -10% | -$986K | 2.19% | 1 |
|
|
2019
Q2 | $9.33M | Sell |
69,634
-4,526
| -6% | -$606K | 2.06% | 1 |
|
|
2019
Q1 | $8.75M | Buy |
+74,160
| New | +$8.75M | 1.9% | 4 |
|
|
2018
Q4 | – | Sell |
-77,819
| Closed | -$8.86M | – | 314 |
|
|
2018
Q3 | $8.86M | Buy |
77,819
+303
| +0.4% | +$34.5K | 2.99% | 3 |
|
|
2018
Q2 | $7.66M | Buy |
77,516
+438
| +0.6% | +$43.3K | 2.44% | 3 |
|
|
2018
Q1 | $7.2M | Sell |
77,078
-204
| -0.3% | -$19K | 2.12% | 3 |
|
|
2017
Q4 | $6.61M | Sell |
77,282
-7,838
| -9% | -$671K | 1.53% | 4 |
|
|
2017
Q3 | $6.34M | Buy |
85,120
+4,476
| +6% | +$333K | 2.06% | 3 |
|
|
2017
Q2 | $5.57M | Buy |
+80,644
| New | +$5.57M | 1.53% | 4 |
|
|
2014
Q4 | – | Sell |
-123
| Closed | -$6K | – | 45 |
|
|
2014
Q3 | $6K | Hold |
123
| – | – | 0.01% | 54 |
|
|
2014
Q2 | $5K | Buy |
123
+10
| +9% | +$407 | ﹤0.01% | 56 |
|
|
2014
Q1 | $5K | Hold |
113
| – | – | ﹤0.01% | 66 |
|
|
2013
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 67 |
|
|
2013
Q3 | $4K | Hold |
113
| – | – | ﹤0.01% | 60 |
|
|
2013
Q2 | $4K | Buy |
+113
| New | +$4K | ﹤0.01% | 103 |
|